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We at The Lewis Financial Group are proud to offer tailored financial planning for multigenerational families, business owners, and executives. With in-depth market research and a wide variety of planning experience, we can help you pursue your financial goals.

Investment Management

Our experienced professionals help navigate your personalized portfolio through the financial landscape.

Our investment management services include:

  • Goals-Based Strategies
  • Tax-Sensitive Strategies
  • Risk Profile Assessment
  • Passive and Active Management Styles
  • Asset Allocation & Rebalancing Strategies
  • Tax Exempt Fixed Income Securities
  • Collaboration with your tax advisor as needed*

Wealth Preservation

Alongside your estate and tax professionals, we develop a comprehensive plan to help preserve your assets.

Our wealth preservation strategies include:

  • Types of Ownership
  • Wealth Preservation Strategies
  • Family Wealth Planning with Next Generation
  • Collaboration with your Estate Planning Legal Advisors
  • Trust Account Administration

Retirement Planning

Our team helps you plan for your retirement by considering factors such as income needs, healthcare costs, and market fluctuations.

Our retirement planning services include:

  • Social Security Claiming Strategies
  • Retirement Plan Investments
  • Employer Retirement Plan Management
  • Retirement Plan Distributions
  • Retirement Income Strategies
  • Strategies for Stock Options and Restricted Stock

Education Planning

Our team creates customized strategies to help you provide for your children's education.

Our education planning services include:

  • 529 Programs
  • Investing for Children or Grandchildren
  • Identification of Suitable Tax-Advantaged Investments

Life Transitions Strategies

We assess the financial implications of life events and provide guidance to help you work towards financial well-being.

Our life transitions strategies services include:

  • Selling a Business
  • Retirement Transition
  • Change of Job
  • Marriage
  • Birth of a Child
  • Coping With Illness
  • Death of a Loved One
  • Inheritance
  • Divorce

Cash Flow & Cash Reserve

Our team analyzes your income and expenses, identifies potential savings, and establishes a plan for a cash reserve.

Our cash flow and cash reserve services include:

  • Emergency Funds
  • Cash Alternatives
  • Budgeting

*The Lewis Financial Group acts solely as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

How We Can Help You

We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet you to discuss your specific financial circumstances.

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